Japan Macro Advisors

Japan Macro Advisors

About the Substack

Independent macroeconomic research on Bank of Japan policy and Japanese interest rates, by Takuji Okubo — formerly Goldman Sachs, Merrill Lynch, Société Générale, and Japan Macro Advisors.

Free Subscription Benefits

• All major BoJ and JGB commentary, free in your inbox

Paid Subcription Benefits

• the underlying data for charts in my articles
• Priority replies to your questions, in English or Japanese
• Access to JMA Database: the proprietary estimates behind my research — the BoJ-QT progress monitor, the JGB yield-curve model, and global FX reserves.

Paid Subscription Plans

• $10 a month
• $100 a year

About Japan Macro Advisors

Independent macroeconomic research on Bank of Japan policy and Japanese interest rates, by Takuji Okubo — formerly Goldman Sachs, Merrill Lynch, Société Générale, and Japan Macro Advisors.